FAQs in this section
How to write a server script to calculate the outstanding invoice amount?
Consider that CompanyX provides marketing services to multiple organizations. They regularly get marketing projects from their client companies. To manage marketing invoices, they use CRM.
They have a certain set of fixed clients for whom they do marketing campaigns regularly. For each campaign, they generate an invoice for the client. At any point in time, they want to see for each client what is the outstanding invoice amount.
For this, they create a custom currency field in the Organization to store overdue invoice amounts. Next, they create a workflow to update this amount whenever the Invoice amount is changed or the status is changed.
Explanation
They have a certain set of fixed clients for whom they do marketing campaigns regularly. For each campaign, they generate an invoice for the client. At any point in time, they want to see for each client what is the outstanding invoice amount.
For this, they create a custom currency field in the Organization to store overdue invoice amounts. Next, they create a workflow to update this amount whenever the Invoice amount is changed or the status is changed.
Explanation
- From invoice getting organization id.
- For that organization, getting all related invoices using the rest API method retrieve_related.
- Summing the balance amount of each invoice.
- Using the rest API revise method, the overdue amount of all related invoices is updated to the organization's custom currency field.